Latest news with #HomeDepot
Yahoo
an hour ago
- Business
- Yahoo
Masco Corporation (MAS): A Bull Case Theory
We came across a bullish thesis on Masco Corporation on Pacific Northwest Edge's Substack by David. In this article, we will summarize the bulls' thesis on MAS. Masco Corporation's share was trading at $65.88 as of July 17th. MAS's trailing and forward P/E were 18.00 and 18.52, respectively according to Yahoo Finance. A close-up of a vibrant paint color being sprayed onto a wooden surface. Masco (MAS) is a quietly dominant player in the home improvement sector with two main business segments: plumbing and decorative architectural. The latter is anchored by Behr paint, which has been exclusively sold through Home Depot since 1978. This long-standing partnership creates a symbiotic advantage as Behr enjoys prime in-store placement and leverages Home Depot's store expansion at no cost, while Home Depot benefits from Behr's consumer appeal and quality, driving foot traffic. Behr is widely praised, with Consumer Reports ranking its top three paint lines: Dynasty, Marquee, and Ultra as the best on the market. Masco's plumbing segment is equally strong, led by trusted brands like Delta and Moen, favored by professionals for their reliability and durability. Masco focuses primarily on the repair and renovation market, which accounts for 88% of sales, offering stability versus the more cyclical homebuilding sector. Despite competition from larger players like Sherwin-Williams and Benjamin Moore, Masco's exclusive relationship with Home Depot, strong branding, and focus on existing home upgrades give it a durable moat. While scale advantages are limited and there are no meaningful switching costs or exclusive resources, Masco benefits from branding, counter-positioning, and indirectly from Home Depot's network effects. Financially, Masco is compelling, generating $750M+ in free cash flow annually, supporting substantial buybacks (reducing shares by 37% over a decade), and maintaining healthy liquidity. Concerns around debt are mitigated by its strong cash flows and manageable liabilities. At a P/E of 18 and with a recent pullback due to tariff fears, Masco appears attractively priced with favorable long-term prospects and resilient fundamentals. Previously, we covered a on Carlisle Companies Incorporated (CSL) by Max Dividends in May 2025, which highlighted the company's leadership in commercial construction materials, long-term earnings growth targets, and strong dividend track record. The company's stock price has appreciated approximately 7.24% since our coverage. David shares a similar view in his thesis on Masco, emphasizing resilient demand and strong brand-driven moats. Masco Corporation is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 48 hedge fund portfolios held MAS at the end of the first quarter which was 43 in the previous quarter. While we acknowledge the potential of MAS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.
Bloomberg
2 hours ago
- Business
- Bloomberg
Tractor Supply Sales Growth Hits Two Year High on Animal Feed Demand
Tractor Supply Co. rose after posting its best sales growth in two years as steady demand for its livestock feed, coupled with positive momentum in big-ticket purchases, lifted results above expectations. The retailer's offerings critical to rural living — including livestock feed — have helped maintain foot traffic through recent consumer uncertainty, and pumped up both transactions and average spending. That has put it at odds with peers like Target Corp. and Home Depot Inc. that have seen consumers cutback on some purchases.
Los Angeles Times
18 hours ago
- Los Angeles Times
California man accused of hurling concrete blocks at ICE agents during L.A.-area protests arrested
A Compton man who allegedly hurled concrete blocks at federal immigration officers last month in Paramount was arrested Wednesday after fleeing to Mexico, authorities said. Elpidio Reyna, 39, was placed on the FBI's Most Wanted List following his alleged participation in a standoff against federal agents after they conducted a raid at a nearby Home Depot on June 7. In video footage captured by The Times, individuals can be seen hurling objects at moving U.S. Immigration and Customs Enforcement vehicles. At around 3:30 p.m. on June 7, Reyna allegedly threw concrete blocks at the cars, damaging the exterior of the vehicles and injuring a federal officer, according to the FBI. The agency did not elaborate on the extent and nature of the injury the federal officer suffered. Reyna was charged in a federal criminal complaint with allegedly assaulting a federal officer on June 8. Federal agents later confirmed Reyna had fled to Mexico. On June 11, the Department of Homeland Security announced a $50,000 reward to locate Reyna, according to a news release. Reyna's photograph and description were publicized in the United States and Mexico, including in an Instagram post from the official White House account. A poster circulated by the FBI said he was wanted for 'the alleged assault of a federal officer.' Mexican authorities took Reyna into custody in the state of Sinaloa shortly after the post was made public, and Reyna surrendered to the FBI on Wednesday, according to the bureau. He was arrested at the San Ysidro Port of Entry and taken to L.A., where he was expected to make his initial court appearance Wednesday. 'To anyone who thinks they can attack federal officers and hide behind a mask or helmet, Reyna's arrest today proves we can find and charge anyone who violates federal law,' U.S. Atty. Bill Essayli wrote in a post on X. 'Don't touch our officers.' A video accompanying the post shows Reyna being handcuffed, searched and put into a vehicle. 'The FBI will never tolerate violence against those who serve and protect this country,' FBI Director Kash Patel wrote on X, adding that Reyna 'will face justice.' The case is being prosecuted by U.S. Attys. Thi Ho and Frances Lewis.
CNET
a day ago
- Business
- CNET
This Window AC Keeps My Home Cool Even During Record-Breaking Heatwaves
CNET's key takeaways The Windmill AC normally costs $349 for 6,000 BTUs, but you can often find it on sale on Windmill's website Amazon Home Depot Not only is the Windmill AC the easiest unit I've ever installed, it's the only AC unit I've tried that effectively kept my older and not well-insulated home cool during a heat wave. Bonus: It's actually stylish. Although, I still would have paid for an ugly one that works. Its normal price is higher than some other window AC units, but I've paid the same or more for units with similar specs that didn't work as well. I love old houses, and my current rental unit is no exception. It's a 100-year old home with gorgeous features like original 1920s art deco tile, tall ceilings, and plenty of character. However, houses this old have their own specific issues, like the lack of central air conditioning, and bad insulation. With record-breaking heat waves each summer, I needed a way to keep cool, and while I knew about tricks for avoiding AC, I needed a better option. With dangerous summer heat appearing more often, going without AC in the house simply wasn't an option. Every summer, like clockwork, I'd buy and test out new window air conditioners, only to feel frustrated by how poorly they worked. I'd end up selling them at the end of the season, and restart the cycle again the following spring. After years of sweating through sweltering three-digit temperatures and overbearing humidity, I finally found it: the Windmill WhisperTech window air conditioner. This innovative powerhouse was so effective at cooling my oversized master bedroom, that I eventually bought two more. These three AC units effectively cool my 2,500-square-foot Philadelphia row home even during intense heat waves. And they look great doing it. As a personal finance editor, I know how expensive home tech and appliances have gotten lately. The Windmill AC isn't the cheapest option available, but for me, it was well worth every cent. If you're also fed up with hot temperatures indoors, here's why I can't stop recommending this game-changing AC. I've had the 12,000 BTU Windmill WhisperTech air conditioner for three years, and it keeps our master bedroom comfortable during intense temperatures. (It's stylish, too!) Courtney Johnston/CNET My experience with the Windmill air conditioner I was skeptical about the Windmill window air conditioner when it first arrived. It was lighter than other units I'd tried out (I could pick it up myself), so I panicked, thinking there was no way this one could cool our south-facing 350 plus square foot bedroom. But within minutes, my partner and I had the unit installed and running. Only a few hours later, our bedroom felt less like a sauna and dropped to 68 degrees Fahrenheit -- a feat that hadn't happened with prior ACs. The humidity, which often jumped up to 65% or higher on humid days also dropped to below 50%. I was equally impressed by how well it maintained its set temperature, too. Especially during intense heat waves. The very next day, I ordered a second unit for the other end of our house. Note: CNET does scientific testing on window ACs at our Louisville testing labs. We will be testing the Windmill AC unit there this summer to see how fast it can cool a heated 92 degree Fahrenheit room and how well it can maintain 68 degrees Fahrenheit -- a tough test many AC units fail at. What makes the Windmill AC different? Windmill air conditioners have a few unique features, but what prompted me to add one to my cart was the unit's cooling design. Windmill ACs push cool air out of the top of the unit at a 45 degree angle for better cooling. After trying several big name window ACs that pushed air out horizontally, I was excited to find that this feature actually cooled a second-story room with a tall ceiling; the air seemed to circulate better since the unit pushes the cold air up, rather than out and down. No more hiding the ugly AC units I'd deal with an ugly air conditioner as long as it cooled my home. But I'm glad I don't have to. The Windmill air conditioner has a sleek, minimal design that many of my friends and family have commented on. The unit has an attractive front panel design that hides its air filter and houses tiny buttons that are nearly hidden at the top of the panel. The LED display lights automatically dim, so you don't have to worry about any visual disruptions at night. It also comes with side panel covers that offer extra insulation and a seamless look. Windmill also offers colorful magnetic panel fronts to add some whimsy to your window, if you're into that kind of thing. It's the quietest AC I've ever owned Although it wasn't a main selling point for me, I'm now a huge fan of Windmill's Whispertech quiet cooling technology. My first priority was an air conditioner that made my house feel comfortable; I just assumed that would come with some noise. The specs list it as 42 decibels -- softer than the average household refrigerator. I found my Windmill units comfortably quiet, even after regularly using two for almost three years. My partner and I are able to watch TV at a normal volume, talk to each other from other ends of the house and jump on work calls without the noise bothering us. I actually enjoy the white noise effect it offers in our bedroom at night. I do sometimes find the running noise distracting when I'm on work calls, but that would happen with any AC since my window is right next to my desk. This typically only happens if it's on high or medium, so I just switch it to low or eco-mode to solve this problem. You can install it in minutes (really) I've installed three of these units in multiple homes and windows, and it only takes me five to ten minutes to set up. That's because this unit comes pre-assembled. There's no attaching panels or screwing brackets onto the base before installing it. All you have to do is add the window foam to the sides of your windows, set the unit onto your window pane, expand the side panels, shut your window, then secure it with screws. If you can't drill into your window panes or if you rent (like me) and don't want to, you can secure it to a block of wood. I usually have my partner help me install this (one of us lifts while the other opens and lowers the window), but I've successfully installed it on my own in the past. It comes with a smart app and voice control Windmill will send a remote with your window AC, but if you have multiple units to control, I highly recommend using Windmill's smart app. It takes just a few minutes to install and register your device (they send a QR code you can use to make set up even easier). The Windmill app makes it easy to control settings for multiple window air conditioners in one spot. Screenshot by Courtney Johnston The app's easy to use and helpful if you leave the house and forget to adjust the temperature before you go. It does occasionally show the wrong temperatures, though. I had an issue with my office AC's temperature on the app showing as 61 degrees when it clearly wasn't, but a quick reset of the AC solved that. Similar to a smart thermostat, you can create automations to lower or raise the temperature, speed or even shut the unit off at certain times of day. It's a great tool if you want to raise the temperature while you're at work or away for a weekend. I don't use the voice control with Alexa feature, but if you're into that, it seems easy to set up. Eco mode keeps my energy bill low Since I have gas heat, my electric bill tends to go up in the summer when I'm running the AC. While that's still the case, I don't worry about large energy bill surges anymore. Windmill's eco-mode helps my rooms stay cool without causing a surprise electric bill. Windmill air conditioners are Energy Star rated, with up to a 15 Combined Energy Efficiency Ratio rating. To earn an Energy Star rating, air conditioners need a CEER rating of 12 or higher. Solves the storage dilemma I'm lucky to have a basement where I can store my air conditioners when I'm not using them. But if you don't have an extra closet or garage to house these units during the winter, Windmill sells winter covers that will protect your unit, keep your house insulated, and add a pop of color (if you choose) to your window. I like this idea, although the current options are fairly limited and I don't personally love any of the color schemes they offer. The specs 6,000, 8,000, 10,000 and 12,000 BTU units available. Pre-assembled for easy installation WhisperTech quiet technology The 6,000 BTU unit is 42 decibels Comes with side panel covers for extra insulation and a seamless finish Airflow at a 45 degree angle Auto-dimming LED lights Three cooling options Three fan speeds Eco-mode Remote control Smart app and voice control One-year limited warranty The 6,000 BTU unit retails for $350, but we usually see it on sale for $340. The 12,000 BTU retails for $629 and often on sale for $589. This 12,000 BTU Windmill air conditioner was installed in our dining room and cools our entire downstairs. Courtney Johnston/CNET CNET's buying advice I recommend Windmill window air conditioners to everyone I know who's looking for one. My experience with three units I own has been nothing but positive. They've outperformed GE and Midea air conditioners I've tried in the past and work well to keep my humid row house cool and comfortable. The biggest drawback of the Windmill air conditioner is its price. While the cost is on par with competitors like July (yes, they're an AC company named after one of the hottest months of the year) and Midea, you can find more affordable options. Paying $630 for a 12,000 BTU window air conditioner is a steep price, but you can frequently find them on sale at Windmill's website or at Amazon, Home Depot, Lowes, P.C. Richards and Costco. If a Windmill AC isn't in your budget, don't go into debt to buy one. Instead consider the GE 5,000 BTU mechanical window air conditioner, CNET's best budget pick, the GE AHEC05AC window AC for around $160-170.
Miami Herald
a day ago
- General
- Miami Herald
Popular pizza chain makes drastic store expansion move
When you think of some of the hottest destinations for pizza around the world, a few cities probably come to mind. Naples, which is purportedly the birthplace of pizza, is known for its fresh, garden-style Neapolitan pizza. Related: Home Depot is quietly beating out Lowe's in urgent customer race The pies tend to have thin crust and feature tomatoes, medallions of mozzarella, and fresh basil. The crust is often airy and puffy, since the pizza is baked at high temperatures in a wood fired oven. Sometimes they're even drizzled in olive oil for a fresh twist. You might also associate New York with pizza. New York slices tend to differ from Neapolitan ones. These pizzas are often large and foldable, with doughy, hand tossed crust that tends to be chewier, thanks to its higher gluten content. If you're sticking around the states, there are plenty more types of pizza to test out. Detroit style (which is square or rectangular with very thick crust) and deep dish Chicago style pizza (which often features the tomato sauce on top of the pie) are popular in the Midwest. There's also Sicilian, Greek, Californian, St. Louis, and New Haven style pizzas. And, depending on where you live, you probably have very strong opinions on which kind is best. Many purists will probably tell you that pizzas are supposed to be hand made, hand tossed, and topped with freshly grown ingredients from your family's backyard garden. Unfortunately for most of the world, that's not really a possibility. Most of us are far too busy to tend a personal pizza garden, and the cost and time commitment associated with hand-preparing a pizza whenever we're in the mood for one are simply too high. MORE RETAIL: Popular Mexican chain closing all restaurants, no bankruptcyHome Depot local rival closing permanently after 120 yearsAmazon makes a harsh decision amid concerning customer trendHuge bankrupt retail chain closing down all stores after 80 years So we turn to the next best thing. If you're lucky enough to live near a regional sensation, like Sally's in New Haven or Giordano's in Chicago, getting a quality slice isn't too hard. But bringing affordable pizza to the masses or remote parts of the population is no easy task. And that's where franchises come in. Franchises like Domino's, Pizza Hut, and Little Caesar's are some of the most popular shops in the U.S. And since the U.S. exports most of our culture to the rest of the world, some top franchises have spread and gained popularity in recent years. And now, Little Caesar's has agreed to partner with North Sun Energy to bring the largest franchise to Canada. North Sun Energy is a gas and convenience store chain popular along the Atlantic part of Canada with over 100 locations. It will install 18 Little Caesar's pizza outlets alongside the convenience store stations, offering easy access for hungry travelers. Each store will be small format, about 450 square feet, and have just a couple of employees. The new pizza shops will be across: Newfoundland and LabradorNova ScotiaPrince Edward Island This partnership makes Little Caesar's the third largest pizza chain in the world, and it means Canada now has a Little Caesar's in every province. The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
